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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,743 | $77,814+134.8% | $158,223+15.5% | $86,983+110.1% |
| Participation rate | 55.3% | 68.4%-13.1pp | 79.2%-23.9pp | 69.5%-14.2pp |
| Annual return | 20.46% | 30.54%-10.1pp | 52.09%-31.6pp | 25.83%-5.4pp |
| Employer contribution / active EE | $2,042 | $2,592-21.2% | $4,109-50.3% | $2,584-21.0% |
| Participant deferral / active EE | $4,729 | $3,270+44.6% | $5,467-13.5% | $4,194+12.8% |
| Admin fee / account holder | $2,182 | $5,879-62.9% | $16,047-86.4% | $7,856-72.2% |